Ae Wealth Management LLC Wisdomtree U.S. Smallcap Fund Transaction History

Ae Wealth Management LLC

  • $13.5 Billion
  • Q3 2025

A detailed history of Ae Wealth Management LLC transactions in Wisdomtree U.S. Smallcap Fund stock. As of the latest transaction made, Ae Wealth Management LLC holds 2,610 shares of EES stock, worth $142,662. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,610
Previous 2,309 13.04%
Holding current value
$142,662
Previous $117,000 23.93%
% of portfolio
0.0%
Previous 0.0%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$50.48 - $57.12 $15,194 - $17,193
301 Added 13.04%
2,610 $145,000
Q2 2025

Aug 06, 2025
SELL
$42.54 - $50.99 $5,189 - $6,220
-122 Reduced 5.02%
2,309 $117,000
Q1 2025

May 06, 2025
SELL
$48.37 - $55.84 $31,730 - $36,631
-656 Reduced 21.25%
2,431 $118,000
Q4 2024

Feb 13, 2025
SELL
$51.33 - $58.78 $119,188 - $136,487
-2,322 Reduced 42.93%
3,087 $166,000
Q3 2024

Nov 14, 2024
BUY
$46.45 - $53.68 $251,248 - $290,355
5,409 New
5,409 $285,000
Q4 2023

Feb 14, 2024
BUY
$40.06 - $50.69 $660,549 - $835,827
16,489 Added 19.61%
100,562 $5.01 Million
Q3 2023

Oct 11, 2023
SELL
$42.52 - $48.12 $16,582 - $18,766
-390 Reduced 0.46%
84,073 $3.64 Million
Q2 2023

Jul 10, 2023
BUY
$40.17 - $45.19 $99,460 - $111,890
2,476 Added 3.02%
84,463 $3.78 Million
Q1 2023

Apr 14, 2023
BUY
$41.46 - $49.11 $273,511 - $323,978
6,597 Added 8.75%
81,987 $3.54 Million
Q4 2022

Jan 31, 2023
BUY
$40.17 - $45.87 $209,125 - $238,799
5,206 Added 7.42%
75,390 $3.21 Million
Q3 2022

Oct 25, 2022
BUY
$39.17 - $47.72 $2.75 Million - $3.35 Million
70,184 New
70,184 $2.75 Million
Q1 2020

May 07, 2020
SELL
$19.73 - $38.37 $2.62 Million - $5.09 Million
-132,721 Closed
0 $0
Q4 2019

Jan 15, 2020
BUY
$34.15 - $38.59 $710,388 - $802,749
20,802 Added 18.59%
132,721 $5.1 Million
Q3 2019

Nov 05, 2019
BUY
$35.04 - $36.72 $2.23 Million - $2.33 Million
63,506 Added 131.18%
111,919 $3.98 Million
Q2 2019

Jul 22, 2019
BUY
N/A
48,413 New
48,413 $1.74 Million

Others Institutions Holding EES

# of Institutions
159
Shares Held
7.09M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE U.S. SMALLCAP FUND

EES Quotes by TradingView
  • Ticker EES
  • Sector ETFs
  • Industry ETFs
More about EES
Track This Portfolio

Track Ae Wealth Management LLC Portfolio

Follow Ae Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email